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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,792 | $110,083-53.9% | $151,628-66.5% | $68,495-25.8% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -15.82% | -10.12%-5.7pp | 3.34%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,407 | $4,470+21.0% | $6,165-12.3% | $2,596+108.3% |
| Participant deferral / active EE | $10,645 | $6,526+63.1% | $8,363+27.3% | $4,028+164.3% |
| Admin fee / account holder | $402 | $7,718-94.8% | $11,613-96.5% | $5,403-92.6% |